财务数据和关键指标变化 - 公司Q2营收为11.47亿美元,同比下降2%,其中剔除俄罗斯业务影响,同比下降1.5% [37] - 毛利率为29.3%,同比下降1.6个百分点,主要受到汇率和薪酬成本上升的影响 [41][42] - 营业利润率为10.5%,同比下降1.8个百分点 [43] - 非GAAP营业利润率为15.2%,同比下降1.1个百分点 [43] - 每股收益GAAP为1.70美元,非GAAP为2.45美元,同比下降0.19美元 [44] 各条业务线数据和关键指标变化 - 医疗健康行业营收同比增长22.4%,表现强劲 [38] - 消费品零售和旅游行业营收同比下降7.7%,主要受零售业务拖累 [38] - 金融服务行业营收同比下降5.6%,主要受资产管理、银行和支付业务疲软影响 [38] - 软件及高科技行业营收同比下降3.7% [39] - 商业信息和媒体行业营收同比下降12.6%,主要受到一家大客户业务下滑的影响 [39] - 新兴行业营收同比增长10.6%,主要受能源和电信行业拉动 [39] 各个市场数据和关键指标变化 - 美洲地区营收同比增长1.8%,占总营收60% [40] - 欧洲地区营收同比下降6%,占总营收38% [40] - 亚太地区营收同比下降0.6%,占总营收2% [40] - 前20大客户营收同比下降3.7%,其他客户营收同比下降1.1% [40] 公司战略和发展方向及行业竞争 - 公司继续专注于数据分析、核心工程和数字化服务,特别是利用人工智能进行广泛转型 [10] - 公司正在印度建立规模化的交付中心,并在拉美地区扩展核心工程能力 [12][14] - 公司正在大规模培训员工使用生成式人工智能,并开发相关的内部工具和加速器 [18][19][21] - 公司正在帮助客户将人工智能从试点项目转化为实际业务应用,并与多家云计算、数据和数字合作伙伴深度合作 [22][30][31][32] - 公司相信未来人工智能转型将为其带来大量的新业务机会 [33] 管理层对经营环境和未来前景的评论 - 公司认为整体需求环境仍然复杂,预计下半年不会有明显改善 [8][9] - 客户对大型项目仍然谨慎,公司能见度受到限制 [9] - 但公司对某些行业和业务组合的未来保持乐观,预计未来2-3个季度会恢复温和增长 [9] - 公司将继续专注于提高交付效率和成本管控,确保在需求环境改善时能够充分受益 [34][35] 其他重要信息 - 公司在乌克兰的交付中心保持高水平的利用率和交付质量 [52] - 公司完成了之前宣布的250亿美元股票回购计划,并获批新的500亿美元回购计划 [46][47] - 公司预计2024年全年营收为45.9-46.25亿美元,同比下降1.8%,非GAAP营业利润率为15.5%-16% [53][54] - 公司预计2024年Q3营收为11.45-11.55亿美元,同比下降0.2%,非GAAP营业利润率为16%-17% [55][56] 问答环节重要的提问和回答 问题1 **Maggie Nolan 提问** 询问公司在岸和离岸交付的利用率情况 [61][62] **Jason Peterson 回答** 公司离岸交付利用率较高,但在岸交付利用率仍然偏低,公司正在采取措施优化在岸资源配置以提高利用率 [63][65] 问题2 **Bryan Bergin 提问** 询问公司前5-10大客户的需求情况 [67][68] **Arkadiy Dobkin 回答** 除了1家欧洲商业信息和媒体客户持续下滑外,其他大客户需求总体保持稳定 [68][69] 问题3 **Darrin Peller 提问** 询问公司Q3-Q4季节性因素对收入的影响 [77][78][79] **Jason Peterson 回答** Q3季节性因素如休假和工作日数将带来小幅收入改善,Q4可能会受到较高休假和减产的影响而略有下滑 [79][80][81]

EPAM Systems, Inc. (EPAM) reported better-than-expected second-quarter 2024 results. Its second-quarter non-GAAP earnings of $2.45 per share beat the Zacks Consensus Estimate of $2.26. However, the figure came 7.2% lower than the year-ago quarter's earnings of $2.64 per share, primarily due to lower revenues and higher taxes, partially offset by its cost-saving initiatives, which include workforce rebalancing efforts. Second-quarter revenues of $1.147 billion were slightly above the Zacks Consensus Estimate ...

Epam (EPAM) came out with quarterly earnings of $2.45 per share, beating the Zacks Consensus Estimate of $2.26 per share. This compares to earnings of $2.64 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 8.41%. A quarter ago, it was expected that this information technology services provider would post earnings of $2.32 per share when it actually produced earnings of $2.46, delivering a surprise of 6.03%. Over the last four q ...

财务业绩 - 第二季度收入为11.47亿美元，同比下降2.0%[1] - 第二季度GAAP营业利润率为10.5%，非GAAP营业利润率为15.2%[2] - 第二季度GAAP每股收益为1.70美元，同比下降0.33美元，非GAAP每股收益为2.45美元，同比下降0.19美元[3] - 公司三个月和六个月营收分别为11.47亿美元和23.12亿美元[28] - 公司三个月和六个月净利润分别为9864.5万美元和2.15亿美元[28] - 公司三个月和六个月经调整后的非GAAP净利润分别为1.42亿美元和2.88亿美元[33] - 公司三个月和六个月经调整后的非GAAP每股摊薄收益分别为2.45美元和4.91美元[33] - 公司三个月和六个月经调整后的非GAAP营业利润率分别为15.2%和15.1%[33] - 公司三个月和六个月经调整后的非GAAP营业费用分别为9.57亿美元和19.32亿美元[33] - 公司三个月和六个月经调整后的非GAAP营业费用占营收的比重分别为83.5%和83.6%[33] - 公司三个月和六个月经调整后的非GAAP毛利率分别为31.1%和30.5%[33] - 公司三个月和六个月经调整后的非GAAP营业利润分别为1.75亿美元和3.48亿美元[33] 财务预测 - 全年收入预期范围收窄至45.90亿美元至46.25亿美元，GAAP每股收益预期为7.18美元至7.38美元，非GAAP每股收益预期为10.20美元至10.40美元[4] - 第三季度收入预期为11.45亿美元至11.55亿美元，GAAP每股收益预期为1.75美元至1.83美元，非GAAP每股收益预期为2.65美元至2.73美元[5] - 公司预计第三季度和全年收入将分别下降0.2%和1.8%[45] - 公司预计第三季度和全年非GAAP营业利润率将分别为16%-17%和15.5%-16%[46] - 公司预计第三季度和全年非GAAP有效税率将分别为24%[48] - 公司预计第三季度和全年非GAAP每股收益将分别为2.65美元-2.73美元和10.20美元-10.40美元[49] 股票回购 - 公司董事会批准了一项新的500亿美元股票回购计划[6] - 公司在第二季度回购了116万股普通股，总金额为2.145亿美元[13] 财务状况 - 公司现金、现金等价物和受限现金总额为17.92亿美元，较2023年12月31日的20.43亿美元下降12.3%[11] 员工情况 - 公司总员工人数约为52,650人，其中约47,000人为交付专业人员[12] 乌克兰战争影响 - 公司承诺提供1亿美元的乌克兰人道主义援助[40] - 为确保客户交付的连续性,公司调派了部分员工到乌克兰以外的地区[41] - 公司进行了成本优化,包括裁员、设施和合同终止费用[42] - 公司员工因战争和地缘政治不稳定而被迫迁移到其他国家,公司承担了相关费用[43] - 公司实施了一次性的税务规划,获得了相关税收优惠[44] - 公司未来可能会产生一次性费用,但目前无法预测具体金额[47]

From a technical perspective, Epam (EPAM) is looking like an interesting pick, as it just reached a key level of support. EPAM recently overtook the 20- day moving average, and this suggests a short-term bullish trend. A well-liked tool among traders, the 20-day simple moving average offers a look back at a stock's price over a 20-day period. This is very beneficial to short-term traders, as it smooths out short-term price trends and gives more trend reversal signals than longer-term moving averages. Simila ...

Key Takeaways EPAM Systems stock price chart YTD stephen_wisnefski published on TradingView.com, Jul 16, 2024 14:36 UTC-4 EPAM Systems, Inc., 1h, NYSE EPAM Systems shares fell to their lowest level since the outbreak of the COVID-19 pandemic last month. While they've risen today, they've lost about 30% of their value this year. Wall Street has a consensus share price target of around $223 on EPAM shares, according to Visible Alpha. Do you have a news tip for Investopedia reporters? Please email us at tips@i ...

NEWTOWN, Pa., July 9, 2024 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, will host a conference call at 8:00 a.m. ET, on Thursday, August 8, 2024, to discuss its second quarter 2024 financial results. A news release containing these results will be issued before the call. The conference call will be live on the EPAM website at https://investors.epam.com. Please visit the website at least 15 minutes before the call to register for ...

In today's market, dominated by tech giants and fueled by artificial intelligence (AI) sentiment, it's easy to overlook companies that don't fit the hype of the moment. Contrarian investing is a strategy that involves going against prevailing market trends or sentiment. This approach can be highly rewarding, especially during times of market volatility, as it may allow investors to buy potentially undervalued stocks with significant upside potential. Extensive research and market data strongly suggest that ...

EPAM recently acquired Odysseus Data Services, Inc. to enhance its life sciences value chain by leveraging the latter's expertise in analytics, data methods and artificial intelligence (AI). The company recently updated its Indigo, Bingo and Ketcher tools with the latest updates, including Indigo 1.19.0, Bingo 1.19.0 and Ketcher 2.20.0 versions. EPAM Gains From Partnerships in Data and AI Space The company also partnered with Salesforce (CRM) for the latter's AI capabilities. In the realm of data management ...

Headquartered in Cambridge, Massachusetts, Odysseus generates healthcare data insights and evidence for clients through skilled data science and analytics, software engineering and data management and ontology and vocabulary management. The company's focus on a standardized and systematic approach to healthcare data analytics is the foundation for a better understanding of the inner workings of healthcare interventions in drug treatment, drug safety and efficacy, epidemiological research, provider support, ...